GreenDiggers
Financial Assessment Platform
www.greendiggers.com
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Financial Self, Values & Goals
Financial Stability
Financial Strategy
Financial Growth
Financial Legacy
Your GreenDiggers Financial Assessment
Calculating your score…
Key Recommendations
1. Executive Summary: Key Findings
2. Your Goals
3. Key Factors: Goal Funding Status
4. Net Worth Summary
5. Net Worth Details
6. A View of Your Total Portfolio
7. Estimated Cash Flow Summary (80% Likelihood)
8. Results of Your Analysis: Net Cash Flow (80% Likelihood)
9. Retirement Considerations
10. Results of Your Analysis: Potential Wealth
11. Appendix: Glossary
- Accredited Investor:
- An individual with income over $200K annually or net worth over $1M (excluding primary residence)
- Emergency Fund:
- Liquid savings to cover 3-6 months of living expenses for unexpected situations
- Net Worth:
- Total assets minus total liabilities
- Savings Rate:
- Percentage of income saved and invested for future goals
12. Appendix: Understanding Your Analysis
This assessment uses the GreenDiggers framework to evaluate your financial health across five key phases:
- Financial Self (20%): Your relationship with money and goal clarity
- Financial Stability (25%): Current financial foundation and budgeting
- Financial Strategy (20%): Risk management and protection planning
- Financial Growth (25%): Investment knowledge and wealth building
- Financial Legacy (10%): Estate planning and impact goals
13. Appendix: Important Information
Disclaimer: This assessment is for educational purposes only and does not constitute financial advice.
All projections are estimates based on current information and assumptions. Actual results may vary.
Please consult with a qualified financial advisor for personalized advice.
Generated by GreenDiggers Financial Assessment Platform – www.greendiggers.com
14. Appendix: Client Profile